RFQ (Request For Quote)

How do you handle Request for Quotes? Post-it notes? Emails scattered on multiple machines? Scraps of paper?

 PrintPoint's RFQ Module allows you to:

  • Track your first contact
  • Track each communication
  • Enter follow-up dates that link to PrintPoint's CRM Calendar Module.
  • Close the sale! 

We supply you with source code for your web site that allows your users to log onto your "Request a Quote" page and enter information about the job they need you to print. You will be notified via PrintPoint's internal Messaging system that will automatically process all the contact and job information for you to begin a clear and concise audit trail about every Request for Quote you receive.

or...

You can forward request sent to you via email to a sales address setup to receive these RFQ's and the process is the same.

You will need an email account dedicated to sending and receiving RFQs.

Instructions for modifying the PHP source code for the "Request a Quote" page we supply are below.

1. Set $mail->FromName on line 8

Set $mail->FromName to the first and last name associated with the email account you setup to send and receive RFQs.

2. Set $mail->From on line 9

Set $mail->From to the email address associated with the account you setup to send and receive RFQs.

3. Set the 2nd parameter to $mail->AddAddress on line 28

Set the 2nd parameter to $mail->AddAddress to the email address associated with the account you setup to send and receive RFQs.

4. Adjust the parameter to $mail->addCustomHeader on line 29

Replace "First" with the first name associated with the account you setup to send and receive RFQs. Replace "Last" with the last name associated with the account you setup to send and receive RFQs. Replace "[email protected]" with the email address associated with the account you setup to send and receive RFQs.

5. Adjust the parameter to $mail->addCustomHeader on line 30

Replace "First" with the first name associated with the account you setup to send and receive RFQs. Replace "Last" with the last name associated with the account you setup to send and receive RFQs. Replace "[email protected]" with the email address associated with the account you setup to send and receive RFQs.



Next: Setting up RFQs in Preferences